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FactSet Research Systems shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in FactSet Research Systems

Tip: Access up to 7 years of quarterly data

All positions including FactSet Research Systems held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.8k 8 480.25
2024-09-30 $3.7k 8 459.88
2024-06-30 $3.3k 8 408.25
2024-03-31 $3.6k 8 454.38
2023-12-31 $3.8k 8 477.00

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Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
Bamco
State Street Corporation
Morgan Stanley
Loomis, Sayles and
Wells Fargo & Company
Kayne Anderson Rudnick Investment Management
Investec Asset Management
Geode Capital Management
Bank of America Corporation
Mitsubishi UFJ Asset Management
Jpmorgan Chase & Co
Citadel Advisors
Invesco

View all funds holding FactSet Research Systems